No matter what stage of life you’re at, a well-structured financial plan and investment strategy could make a real difference when it comes to living the lifestyle you want.
We can establish your present financial position and draw up a plan that will help you build wealth, achieve financial security and protect those that you care about the most.
☎ 08 9393 3770
✉ PO Box 4232
Canning Vale East, WA, 6155
✉ Unit 5A
11 Erade Drive
Piara Waters, WA, 6112
Excellent Financial adviser.
He is so easy to talk with and is very helpful when needed.
Trust and understanding of my current situation and the changes that will occur to these.
Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
Pleasant to deal with and seems to have our best interests at heart.
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
Answers all my questions in a language that i understand.
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.
Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.
I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.
My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.
Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!